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Oil States International

174 hedge funds and large institutions have $479M invested in Oil States International in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

12% more capital invested

Capital invested by funds: $428M → $479M (+$50.5M)

1% more funds holding

Funds holding: 172174 (+2)

0.29% more ownership

Funds ownership: 89.26%89.55% (+0.29%)

13% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 68

15% less call options, than puts

Call options by funds: $281K | Put options by funds: $330K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
174
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
59
Reduced
68
Closed
18
Calls
$281K
Puts
$330K
Net Calls
-$49K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
151
Dorsey Wright & Associates
California
$23K -$770 -95 -3%
Group One Trading
152
Group One Trading
Illinois
$14.5K +$14K +1,730 New
PPC
153
Park Place Capital
Alabama
$12.1K
Barrow, Hanley, Mewhinney & Strauss
154
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.8K -$859 -106 -7%
EWA
155
EverSource Wealth Advisors
Alabama
$11.4K +$948 +117 +9%
Osaic Holdings
156
Osaic Holdings
Arizona
$10.8K +$3.71K +458 +55%
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$8.63K +$8.35K +1,031 New
BG
158
Bollard Group
Massachusetts
$8K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$8K +$713 +88 +10%
IRC
160
Investors Research Corp
Georgia
$7.53K
TRCT
161
Tower Research Capital (TRC)
New York
$6.16K -$9.7K -1,198 -62%
VCM
162
Versant Capital Management
Arizona
$5.47K
PFBT
163
Parkside Financial Bank & Trust
Missouri
$4.02K
LC
164
Lindbrook Capital
California
$3.97K
S
165
SignatureFD
Georgia
$3.02K
PA
166
Parallel Advisors
California
$2.2K
AF
167
Allworth Financial
California
$1.09K +$599 +74 +132%
GI
168
Gradient Investments
Minnesota
$1.03K
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$837
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$837 +$389 +48 +92%
US Bancorp
171
US Bancorp
Minnesota
$427 -$1.51K -187 -79%
PTC
172
Private Trust Company
Ohio
$419
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$377 -$41 -5 -10%
GWS
174
Glassman Wealth Services
Virginia
$209
KCP
175
Keyframe Capital Partners
New York
-$3.18M -425,107 Closed

OIS Hedge Fund Activity: Q3 2023 in Review

174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q3 2023, worth a combined $479M — up 12% from $428M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OIS positions and 18 closed out — a net gain of 5 holders — while 59 added to existing stakes and 68 trimmed.

The largest buyer was Invesco, adding an estimated $3.18M. The largest seller was BlackRock, cutting an estimated $3.59M.

  • 174 institutional investors held Oil States International (OIS) as of Q3 2023, up from 172 in Q2 2023.
  • Funds reported $479M of Oil States International stock for Q3 2023, up 12% quarter-over-quarter.
  • 23 funds opened new Oil States International positions in Q3 2023 and 18 closed out, a net change of +5 holders.
  • The largest Oil States International buyer in Q3 2023 was Invesco, an estimated $3.18M added.
  • The largest Oil States International seller in Q3 2023 was BlackRock, an estimated $3.59M sold.

Based on aggregated 13F filings for Q3 2023.